Confidential Life Planning™ Questionnaires
Life Planning™ Worksheets
To assist you in deciding if RGS Legal's Life Planning™ Series is right for you, we have created some worksheets/questionnaires that you can view, print, and/or fill-out on your computer. These worksheets are presented in Adobe Acrobat (PDF) format, and require Adobe Acrobat Reader to be installed on your computer before you may view them.
The following PDF documents contain both a form in which you can fill-out on your computer and email back to us or a printable form to fax or mail back to us. By completing these worksheets and returning them to us, we will be able to assist you in your estate planning needs and provide you with the best service possible in the shortest amount of time.
Fill In forms:
Right Click Here* and select "save target as" to your computer's desktop. This will save our Fill-In Will Questionnaire so that you may complete it. Once complete, email or mail/fax the printed version to our office (168KB)
Right Click Here* and select "save target as" to your computer's desktop. This will save our Fill-In Basic Trust Questionnaire so that you may complete it. Once complete, email or mail/fax the printed version to our office. (202KB)
Right Click Here* and select "save target as" to your computer's desktop. This will save our Fill-In Power of Attorney for Finances Questionnaire so that you may complete it. Once complete, email or mail/fax the printed version to our office. (109KB)
Right Click Here* and select "save target as" to your computer's desktop. This will save our Fill-In Healthcare Directive Questionnaire so that you may complete it. Once complete, email or mail/fax the printed version to our office (167KB)
Right Click Here* and select "save target as" to your computer's desktop. This will save our Fill-In Final Arrangements Questionnaire so that you may complete it. Once complete, email or mail/fax the printed version to our office. (158KB)
*To download this file, right-click on the link and choose the Save Target As. Then, choose a location on your computer's hard drive to save the file to where you will be able to locate it later (we recommend saving it to the Desktop). Once downloaded, you can open the document for printing at any time, using Adobe Acrobat Reader.
Printable forms:
Click Here* to download and print the
Will Questionnaire (107KB)
Click Here* to download and print the
Basic Trust Questionnaire (95KB)
Click Here* to download and print the
Power of Attorney for Finances Questionnaire (109KB)
Click Here* to download and print the
Healthcare Directive Questionnaire (94KB)
Click Here* to download and print the
Final Arrangements Questionnaire (96KB)
*To download this file, right-click on the link and choose the Save Target As. Then, choose a location on your computer's hard drive to save the file to where you will be able to locate it later (we recommend saving it to the Desktop). Once downloaded, you can open the document for printing at any time, using Adobe Acrobat Reader.
Please call us at (866) RGS-LEGAL (866-747-5342) or (206) 343-4465, or e-mail us at info@rgslegal.us for additional information about any of our services.